ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $187,681 | -96.4% | 7,389 | -96.2% | 0.01% | -96.5% |
| Q2 2023 | $5,145,310 | +7.3% | 195,416 | +12.0% | 0.26% | 0.0% |
| Q1 2023 | $4,795,283 | +136.9% | 174,437 | +134.0% | 0.26% | +114.0% |
| Q4 2022 | $2,024,462 | +165.3% | 74,538 | +120.0% | 0.12% | +152.1% |
| Q3 2022 | $763,000 | +177.5% | 33,885 | +294.9% | 0.05% | +100.0% |
| Q2 2018 | $275,000 | -2.8% | 8,580 | 0.0% | 0.02% | -7.7% |
| Q1 2018 | $283,000 | -2.4% | 8,580 | 0.0% | 0.03% | -7.1% |
| Q4 2017 | $290,000 | 0.0% | 8,580 | 0.0% | 0.03% | -15.2% |
| Q3 2017 | $290,000 | -97.2% | 8,580 | -97.1% | 0.03% | -97.7% |
| Q3 2014 | $10,417,000 | -5.9% | 291,052 | +4.8% | 1.46% | -8.7% |
| Q2 2014 | $11,076,000 | +10.4% | 277,669 | +6.9% | 1.60% | +0.3% |
| Q1 2014 | $10,032,000 | +13.9% | 259,627 | +11.8% | 1.59% | -6.0% |
| Q4 2013 | $8,811,000 | +19.6% | 232,230 | +14.3% | 1.70% | +9.4% |
| Q3 2013 | $7,369,000 | – | 203,220 | – | 1.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |